It's All About You

Since your User ID is linked to your group membership record, as soon as you log on the system knows who you are.  The My Stuff menu allows you to view and update information that is specific to you.

The contents of this menu are controlled by security, so some members may not see all of the selections shown below.

Options available from this menu:

Change My Password Change your password
My Contact Information View and update your group membership record, including address, phone numbers, and e-mail addresses
My Skills and Interests Indicate the areas in which you could be most useful to your group
My Account View your account balance and transaction history
On-Line Payments Make payments to your account using PayPal™
Request Expense Reimbursement Make payments to your account using PayPal™
My Family View and update information about other members to whom you are linked as a relative
Sign-Up For Upcoming Events View a list of upcoming events and indicate the ones you plan to attend
Sign-Up For Upcoming Shifts View a list of upcoming shifts and indicate the ones you plan to work
Subscribe To Calendar Subscribe to your group's calendar from Google Calendar, Outlook, or your smartphone
Surveys Vote on current surveys and view results from past surveys
My Library Materials View library materials that you've checked out; check out additional library materials
My Equipment View group equipment that you've checked out; check out additional equipment
My Training History View and update your training log
My Awards View and update your awards
My Fundraiser Orders View and update your awards
My Fundraiser URL & Prize View and update your awards


My Stuff Hub

Hub pages allow you to access information and functions for an entire subsystem of OurGroupOnline.

There are two Hub pages for My Stuff, one for scouts and another for adults.

The My Stuff hub for scouts looks like this:

 

The My Stuff hub for adults looks like this:

 

Both hubs allow the user to update their contact information and view their account balance.  The My Stuff hub for scouts allows them to view their advancement information and fundraisers.  The My Stuff hub for adults allows them to view their scout's information.


Change My Password

The Change My Password page lets you change your password.

Type in your new password and press the Save button.  You will notice that the same screen will redisplay.  To go to another function, select it from the menu.

OurGroupOnline requires that passwords follow certain criteria in order to be secure. If a password does not meet these requirements, the Password box will turn red and you will not be able to continue.

Passwords must meet these requirements:

Here are some valid passwords:

Here are some invalid passwords:


My Contact Information

My Contact Information lets you view and update your group membership record.

To make changes, simply enter the new information and then scroll down to the bottom of the page to click the Save button.  Just like the Change My Password screen, you will notice that the same screen will redisplay.   To go to another function, select it from the menu.

Note that some members may see different types of information on this page than others, depending on how you've configured your Membership Types.  

For example, if you've created a membership type for "Youth Members", you may decide not to allow them to upload a personal photo.  If so, they would not see the Photograph item on this page.

All members should be sure to keep the following information up to date on this page:

For members who hold leadership positions, some of the information on this screen will be displayed on the Our Leaders page:

Every member who will be driving others to events should fill out the driver's license and vehicle insurance information at the bottom of the page.  This information will be shown on the Tour Permit Worksheet which helps your leaders prepare their tour permit request.


My Skills and Interests

My Skills and Interests lets you indicate the areas in which you could be most useful to your group.

Simply check off those items that apply to you and write a comment with any useful details, then click Save to save your work.



My Account

Go to My Stuff → My Account to view your current account balance and transaction history.

The Account Balance shown at the top is the sum of all of the transactions shown below.

A negative balance indicates that you are in arrears.  A positive balance means that you have that much money in your account.

Negative transactions represent charges to your account.  Positive transactions represent deposits to your account.


On-Line Payments

If your group has configured your site to accept payments using PayPal™ or Square™, you will see an item on your My Stuff menu called On-Line Payments.

This will allow you to make payments to your group using PayPal™ or Square™.

Please be aware that, if your group is using the default configuration, the payment processing vendor will deduct its fees from your payment, so that the amount that the group receives (and which will be credited to your account) may be less than the amount you paid.

 

 

To begin, go to My Stuff → On-Line Payments to see a page like the one shown below.  (If your group has opted to absorb the credit card processing fee, the screens you see will be slightly different than shown below.)

 

 

 

 

 

 

The grid on this page shows the status of recent payments that you started to make using this feature.  The payment will not show up in your My Account transaction list until it has been approved, but you can always come here to see the current status.

Click on Begin a New Payment to go to the screen shown below.

The page shown above may look different from what you see, depending on what options your site has configured.

So, for example, the you may not see all of the payment options shown for How Would You Like To Pay?  Your site may not be configured for all of these options, which may include:

 

All of these services charge a fee for processing the payment.  If your group requires you to pay this fee, you will see the estimated fee in the lower portion of the page, as the Estimated Processing Fee.  Below that you will see the Total Payment Amount, which includes that fee.  This fee will vary depending on the payment method you select.  Select a different payment method to see its fee.

On the other hand, if your group has chosen to absorb the processing fee, you will just be charged the amount that you entered into the Amount To Deposit field.

 

Next, select yourself or one of your family members from the drop-down list To be Deposited to the Account of.   Once your payment is approved, it will be applied to the balance of this person's account.

 

The Amount To Deposit is the amount you intend to deposit to your group account.

The Estimated Processing Fee is the estimated amount of the fee that payment processing vendor charges for this service.

The Total Payment Amount is the amount that will be charged to your credit or debit card, or transferred from your PayPal account.

You can enter a new value in Total Payment Amount and the system will recalculate the estimated fee and amount to deposit to your account.

In the example shown above, the user entered 100 in the Amount To Deposit and the system calculated that this would require a payment of 103.30.

 

Click the Continue button to proceed.

 

 

If you chose the Credit Card payment option, you will see a page that looks like this:

 

Enter your credit card number, expiration month and year, CVV (the 3 or 4 digit code on the back of your card), and your zip code, then click the Submit Payment button.  If the payment is successful, you will be returned to the initial On-Line Payments page, where you will see this new payment at the top of the list.

 

If you chose the PayPal payment option, you will see a page like this:

 

Click the Buy Now button to be transferred to the PayPal site to complete your payment.  Good luck!

 

If you chose ACH Bank Transfer, you will see a page that looks like this:

 

Here you will begin to identify your bank account by entering the first and last name of the primary bank account holder.  Fill in these fields, then press the Pay With Bank Account button to continue.

You will then see a pop-up window appear in the middle of the page.  The forms displayed in this pop-up window are coming from a company called Plaid.  This information will not be seen by OurGroupOnline, or by the Square credit card processing company that has arranged with Plaid to perform ACH bank transfers.  This type of payment takes three business days to process.

The company named Plaid has contracted with all of the major banking institutions in the United States to access their accounts for the purpose of performing ACH transfers.  They operate under the strictest security standards to keep this information safe.

The first Plaid pop-up looks like this:

Press Continue to see a page where you will select your bank.

Scroll down the list to find your bank, or use the search box to filter the list.

You will then be asked to log on to your account at that bank.  Enter the user ID and password that you would normally use when you do your on-line banking.

From this point, the process may vary depending on your bank.  You may be asked to have a verification code sent to your phone.  You may then be asked to select the specific account (e.g., checking vs. saving) from which you wish to transfer the money.

Once this process is completed you will return to the last OurGroupOnline page you saw.  Be patient!  After a few seconds this will return to the list of your on-line payments, with your latest payment at the top.

Please note:  ACH payments will take three business days to complete.  This payment will not be credited to your account in OurGroupOnline until that time.

On-Line Payments Status Information

ACH on-line payment - Square

"Initiated" payments represent those where a member started an online payment but did not complete the transaction.  The members' bank account should not be charged.   Those "initiated" payments will automatically disappear from the member's On-Line Payments page in seven days.  They will still appear on the Money → On-Line Payment History screen but no action is necessary on them. These are here for reference only.

"Pending" payments represent those where a member started an online payment and completed the transaction in TroopWebHost.  We are waiting for Square/Plaid to complete the processing for the transaction. "ACH payments take three business days to complete.  This payment will not be credited to your account in TroopWebHost until that time.".  If you do not see a transaction posted in TroopWebHost on a timely basis, the best place to start is to check your unit's Square account to see if the transaction was posted.  

"Completed" payments are those where Square/Plaid has completed processing the ACH payment and the members' bank account was charged.  The unit should have received the funds in your unit's bank account.  Entries should be automatically made to credit the members account and the linked troop account in TroopWebHost.

The "Reference Key" for an ACH transaction should start out with "ACH".  For example:  "ach.2.1.1260.123"

 

Credit and Debit Card on-line payment - Square

"Initiated" payments represent those where a member started an online payment but did not complete the transaction.  The card/account entered should not be charged.   Those "initiated" payments will automatically disappear from the member's On-Line Payments page in seven days.  They will still appear on the Money  → On-Line Payment History screen but no action is necessary on them, there are here for reference only.

"Completed" payments are those where Square has completed processing the credit/debit card payment.  The member was charged, and the unit should have received the funds.  

The funds from credit/debit card transactions are available immediately, assuming the credit card transaction went through and was approved.  The reason for this is the risk for the payment is assumed by the credit card company.

The "Reference Key" for a Square transaction where a debit or credit card was the payment form submitted by the member should start out with "Square".   For example:  "Square Jc8teItnZaArqHXZtIqPnwyiiUTRD


Request Expense Reimbursement

Go to My Stuff → Request Expense Reimbursement to submit a request to be reimbursed for an expense you incurred for a camping trip or other event.

This function must be enabled by your treasurer or site administrator before you see it on your menu.

This page shows past requests that you've submitted.  Requests that are still pending can be updated.  Those that have been approved or rejected may be viewed.

Click Add a New Item to submit a new request.

Begin by selecting the event for which the expense was incurred.  If the expense was not for a specific event, click the Not Event Related checkbox directly below.

The Description should briefly describe the item that was purchased.

The Requested Amount is the amount you spent on this item.

You can be reimbursed in one of two ways:

If you choose Credit My Account, you will be able to select which member of your family whose account will be credited.

You may upload an image of the receipt for this purchase.

Use the Comment field to provide a further explanation of this request.

Click Save & Add Another or Save & Exit to save this request.



My Family

Go to My Stuff → My Family to view the members of your family who are in the group.

Contact Information will allow you to view or update their membership record.

Account Detail will allow you to view their current account balance and transaction history.

Fundraisers will show you that person's orders for current fundraisers.

Achievements will list that person's progress with adventures and badges.

Awards shows all of the awards he or she has earned.

 


Sign Up For Upcoming Events

You can let the group know that you plan to attend a future event by going to My Stuff → Sign-Up For Upcoming Events.

This will display all of the events other than meetings that are on the calendar in the days ahead, as shown below.

Click on the Sign Up button next to each event to update your registration status for that event.

This will take you to the page shown below, where you can sign up any members of your family for this event.


Sign Up For Upcoming Shifts

Your troop may set up Shifts for an upcoming event, like a Christmas tree fundraiser.

This lets the troop keep track of who will be working each shift.

Shifts may also be used to sign up for the type of food you are bringing to a potluck dinner, or the type of equipment you are bringing to a community service project.


You can sign up for upcoming shifts by selecting Sign-Up For Upcoming Shifts from the Sign Up submenu on the My Stuff menu.

This will display all of the upcoming shifts, as shown below.

Click on the checkbox next to each shift you want to sign up for.

You may want to enter a comment if you have any special circumstances with regard to this shift.

Be sure to press the Save button (at the bottom of the page) to save your work!  The system will then redisplay this page.



Subscribe to Calendar

Authorized members can subscribe to your group calendar from Google Calendar™ and other calendar software. This will cause Google Calendar, or whatever calendar you choose, to display events from your group calendar.

To begin, select Subscribe to Calendar from the My Stuff menu.

This page displays the URL that you can use to subscribe to your group calendar.

This URL is specific to your User ID. If your User ID is terminated or if you become unauthorized for this function, your subscription will be disabled.

To subscribe to the calendar from Google Calendar™, please follow the instructions posted by Google here: http://support.google.com/calendar/bin/answer.py?hl=en&answer=37100

To subscribe to the calendar from Yahoo! Calendar™, please follow the instructions posted by Yahoo here: https://help.yahoo.com/kb/SLN4707.html

To subscribe to your troop calendar from an iPhone™ or iPad™, please see the instructions posted here: https://www.macrumors.com/how-to/subscribe-to-calendars-on-iphone-ipad/

Other tablets and smart phones will allow you to subscribe to calendars in a similar fashion.

Please be aware that calendar synchronization is not instantaneous. If you add an event to your calendar, we will make it available immediately from our URL. But Google Calendar, for example, may not pick it up until the next day. This is outside of our control and is purely a factor of how their calendar application has been designed.


Important Note: When your site was configured, only your site administrator was authorized to subscribe to the calendar. If you are not authorized, you will not see this option on your My Stuff menu.

Your site administrator may allow other users to subscribe to the calendar using a security configuration function: Assign Tasks To Roles

You can access this function from Site Configuration → Security Configuration → Assign Tasks To Roles.

Click Update next to the authorized task "Subscribe to Calendar" to see a page like the one shown below.

Click on the checkbox next to each User Role that you wish to authorize to subscribe to your group calendar. Click on the checkbox in the heading of the grid to authorize all User Roles for this task.

Then click Save & Exit to save your work



Surveys

If you see a list of open survey questions on your Home page, you can click on any of the questions to go to the Surveys page.

You can also go to My Stuff → Surveys to access this page.

The first grid shows those questions that are currently open, meaning that you can still vote on them.  Click the Vote button to respond to that question.

Put a checkmark next to the answer you favor.  Some surveys may allow you to vote for more than one.

You can enter a comment next to the answer that you've voted for.

Click Vote to save your vote.


The second grid on the opening page allows you to see the results of surveys that are no longer open for voting.  Click View Results to see the number of votes received by each answer.



My Library Materials

When you check out a book or other resource from the Group Library, it should be logged in the system.

Go to My Stuff → My Library Materials to view the items that are currently checked out to you.

An example is shown at right.

Some groups allow members to check out their own items.  To do this, click on the Check Out My Library Materials button.

This will take you to a page that lists all of the library materials that are not currently checked out to anyone.

Click on the box to the left of each item that you've checked out.

Notice that the date you checked out the item is automatically set to the current date;  you can change this to an earlier date if that is more accurate.

Be sure to press the Save button to save your work!  The system will then redisplay this page with your updated information.

My Equipment

When you check our an item from the group inventory, it should be logged in the system.

Go to My Stuff → My Equipment to view the items that are currently checked out to you, as shown at right.

Some groups allow members to check out their own items.  To do this, click on the Check Out Group Equipment button.

This will take you to a page that lists all of the group equipment that is not currently checked out to anyone.

Click on the box to the left of each item that you've checked out.

Notice that the date you checked out the item is automatically set to the current date;  you can change this to an earlier date if that is more accurate.

Be sure to press the Save button to save your work!  The system will then redisplay this page with your updated information.

My Training History

Your group can keep track of all its leadership training with OurGroupOnline.

Go to My Stuff → My Training History to see the classes that you have completed.

You can add to this list any additional classes that you've taken. To do this, click on Add A New Item at the bottom of the list.

This will take you to a page where you can select the class that you took and enter the date on which you completed it.

Every available training class must first be entered into the site on the Training Courses page.

If there are no training types available, it is probably because none have been entered yet!

Notice that you can use the calendar control to select the date.

Press Save & Add Another to save this class and begin entering another. If you have no more classes to enter, click Save & Exit.

Training history for every member of the group can be viewed and updated on the Training page.

My Adventures & Badges

Cub Scouts can select My Adventures & Badges from the My Stuff menu to see their progress on adventures, badges, and awards.

This page shows all of the achievements available at the current level, with this scout's current status on each.  Click the Requirements button to view the status on each requirement for this badge.

Below that grid is another grid showing the achievements that were earned at earlier age levels.



My Journeys & Badges

Girl Scouts can select My Journeys & Badges from the My Stuff menu to see their progress on jouurneys, badges, and awards.

This page shows all of the achievements available at the current level, with this scout's current status on each.  Click the Requirements button to view the status on each requirement for this badge.

Below this grid you will find another grid showing the achievements that were earned at earlier age levels.



My Awards

View the awards that you've earned and the awards on which you are working by selecting My Awards from the My Stuff menu.

The list of available awards is maintained in the Site Configuration menu under Awards.

You can sign up for an award with the Add a New Item button, but you cannot mark it as being earned.

Click the View Requirements button to see the page shown below, that lists the requirements for the award.



My Stuff - Frequently Asked Questions

I went to the My Family page and it was empty.  I have two children in the group.  Why don't I see them there?

When your group entered your children's membership, they did not create the link between your children's membership records and yours.

A leader who is authorized for the Membership role can correct this for you by going to Membership ? Active Members and selecting your record.  At the bottom of the page is a grid showing the youth members to whom you are related and an Add A New Item button to add the ones that are missing.


I entered a new password and pressed the Save button and nothing seemed to happen.  Why is that?

The screen was redisplayed after it saved your new password.  That is how this function works.


Can a youth member sign up for an event?

Yes.  Both youth and adults have access to the Sign Up For Events page.